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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,654 | $101,069+21.4% | $81,478+50.5% | $147,585-16.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -2.04% | 32.40%-34.4pp | 38.78%-40.8pp | 578.57%-580.6pp |
| Employer contribution / active EE | $1,255 | $3,205-60.9% | $2,568-51.1% | $4,876-74.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,000 | $5,812+226.9% | $4,561+316.6% | $10,885+74.5% |